Thompson Davis & Co’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-15
| Closed | -$2K | – | 1026 |
|
|
2017
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1019 |
|
|
2017
Q2 | – | Sell |
-112
| Closed | -$15K | – | 1162 |
|
|
2017
Q1 | $15K | Sell |
112
-49
| -30% | -$6.56K | 0.02% | 589 |
|
|
2016
Q4 | $21K | Hold |
161
| – | – | 0.03% | 485 |
|
|
2016
Q3 | $22K | Sell |
161
-1,166
| -88% | -$159K | 0.04% | 442 |
|
|
2016
Q2 | $202K | Buy |
+1,327
| New | +$202K | 0.32% | 85 |
|